MAVERICK CAPITAL LTD EMPLOYEE BENEFIT TRUST (EIN 412066510) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

MAVERICK CAPITAL LTD

Phone

2148804000

Tax Period

2024-07-01 to 2025-06-30

MAVERICK CAPITAL LTD EMPLOYEE BENEFIT TRUST, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $3.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

FORM 990 PART III, LINE 1: THE PLAN IS AN EMPLOYEE WELFARE BENEFIT PLAN ESTABLISHED JUNE 13, 2001 THAT PROVIDES EMPLOYEES OF MAVERICK CAPITAL, LTD. AND ITS AFFILIATES (THE COMPANY) WITH BENEFITS FOR (A) PRESCRIPTION, MEDICAL, SURGICAL, AND HOSPITAL CARE, (B) DENTAL, AND (C) VISION. CLAIMS ARE PROCESSED BY A THIRD-PARTY ADMINISTRATOR ON BEHALF OF THE PLAN.FORM 990, PART VI:SECTIONS A & B LINES 8, 12-15: THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES; THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,243,572

Investment Income $0

Other Revenue $468,097

TOTAL REVENUE $3,711,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $899,251

TOTAL EXPENSES $3,639,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,711,669	$4,104,320	-0.1%
Expenses	$3,639,408	$4,076,363	-0.1%
Net Income	$72,261	$27,957	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	(SEE SCHEDULE O)	0.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,711,669	$3,639,408	$103,096	$72,261
2024	$4,104,320	$4,076,363	$30,835	$27,957
2023	$4,199,506	$4,320,561	$2,878	$-121,055
2022	$5,550,539	$5,564,926	$123,933	$-14,387
2021	$5,225,157	$5,196,983	$138,320	$28,174
2020	$4,433,424	$4,454,693	$110,146	$-21,269

MAVERICK CAPITAL LTD EMPLOYEE BENEFIT TRUST